You may set up to two Reporting groups for your Accounts. Account groups allows you to group or categorise the accounts on which you would like to report. Each Account group need to linked to a Financial category to structure the options to view, analyse and print the financial reports (i.e. Trial balance, Income statement, Balance sheet, etc.). 

To set reporting groups for General ledger accounts: 

  1. On the Setup ribbon, select Setup → Groups. The "Groups" (Account group 1 (default)) screen is displayed:

You may set different sequences for each reporting group in which the groups and accounts are listed on reports, etc.  This is done by selecting the groups on the list and use the Move up or Move down buttons.

Account group 1

Account group 2

  1. If you wish to rename the Reporting group name - Account group 1, over-type the description with your new description. This will change the description of the button for Account group 1.
  2. To add a new Group to the root directory or list, select the "REPORTING GROUP ROOT" on the list and click on the New button.
  3. Enter the name of your Account group and click on "REPORTING GROUP ROOT" on the list. 
  4. Repeat the process until you have entered all the Account groups, etc. 
  5. If you need to add Reporting group 2 for Account groups, click on the Account group 2 button and repeat the process as for Account group 1.
  6. Click on the OK button to save your changes and close (exit) this screen.

You may click on the Print button to print a list of your general ledger account groups. 

You may set colours to display on the T-Account viewer. To do this, click on the Back colour button to set the rows background colour and the Font colour button to set the Font colour.